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David Hugh Carter

Mascoma Wealth Management

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About David Hugh Carter

David Hugh Carter is a financial advisor at Mascoma Wealth Management, where David has been registered as an Investment Advisor Representative (IAR) since April 2023. David is a Series 65 licensed advisor and has worked in the financial industry since May 2005. David's areas of expertise include financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

David Carter is currently registered with Mascoma Wealth Management. Mascoma Wealth Management is a wealth management firm headquartered in Hanover, NH. They provide financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages approximately $435.3 million in assets for over 1,400 clients, including individuals, high-net-worth individuals, trusts/estates, charitable organizations, corporations, and pension/profit sharing plans.
Mascoma Wealth Management

80 SOUTH MAIN STREET

HANOVER, NH 03755

$435.32M

Assets Under Management

3

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Carter’s Registration & Firm History

ME

04/24/2023 - Present

Mascoma Wealth Management (Portland ME)

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Licenses & Designations

IA

Issued 04/27/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Hugh Carter.
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